THOMAS JEFFERSON FOUNDATION INC

As filed

Subsection

03

NTEE code

A540

Classification

2300

Street

PO BOX 316

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• THE THOMAS JEFFERSON FOUNDATION OPERATES MONTICELLO, THE HOME OF THE NATION'S THIRD PRESIDENT AND AUTHOR OF THE AMERICAN DECLARATION OF INDEPENDENCE. OVER THE PAST TEN YEARS, AN AVERAGE OF 307,600 PEOPLE HAVE VISITED MONTICELLO ANNUALLY. ADMISSION INCLUDES AN INTERPRETIVE GUIDED TOUR OF HIS HOME, ONE OF OUR COUNTRY'S FOREMOST ARCHITECTURAL MASTERPIECES AND THE ONLY HOME IN AMERICA NAMED TO THE UNITED NATIONS WORLD HERITAGE LIST. IN ADDITION TO ADMISSION REVENUE, THE ABOVE TOTAL ALSO INCLUDES GIFTS AND GRANTS, AND SALES FROM THE RETAIL OPERATIONS OF THE MUSEUM SHOPS, CATALOG, AND ONLINE STORE. THE REVENUE CONTRIBUTES TO THE PRESERVATION OF MONTICELLO FOR FUTURE GENERATIONS, WHICH IS ONE OF THE MISSIONS OF THE FOUNDATION. THE FOUNDATION'S RESTORATION DEPARTMENT IS DEDICATED TO THE ARCHITECTURAL PRESERVATION OF THE UNITED NATIONS WORLD HERITAGE HOUSE WHILE THE CURATORIAL COLLECTIONS ARE UNDER THE CARE OF A FULL-TIME CURATORIAL DEPARTMENT.

  Expenses $26,045,657 · Grants $83,331 · Revenue $11,054,815

• THE THOMAS JEFFERSON FOUNDATION OPERATES THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES, WHICH HOUSES THE THOMAS JEFFERSON LIBRARY. THE CENTER IS ALSO DEVOTED TO EDUCATION OF THE GENERAL PUBLIC AS WELL AS SCHOLARLY RESEARCH AND PUBLICATION, THROUGH THE JEFFERSON LIBRARY, ARCHAEOLOGICAL RESEARCH AND PUBLICATION, AND OTHER ADULT EDUCATION PROGRAMS. THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES ALSO IS RESPONSIBLE FOR THE RESEARCH AND PUBLICATION OF 24 VOLUMES OF RESEARCH, THE PAPERS OF THOMAS JEFFERSON, EMBRACING THE PERIOD FROM JEFFERSON'S RETIREMENT FROM THE PRESIDENCY IN MARCH 1809 UNTIL HIS DEATH IN 1826, KNOWN AS THE "RETIREMENT SERIES".

  Expenses $4,303,635 · Grants $132,855

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $51,655,297

  Expenses

  $41,057,926

  Contributions

  $17,829,118

  Grants paid

  $216,186

• 2023

  Revenue

  $34,953,335

  Expenses

  $42,327,170

  Contributions

  $9,690,281

  Grants paid

  $214,460

• 2022

  Revenue

  $56,873,096

  Expenses

  $39,515,463

  Contributions

  $10,624,532

  Grants paid

  $187,376

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2024 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2023 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2022 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $54,038,606

  Expenses

  $32,558,908

  Assets (EOY)

  $395,493,786

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $60,861,149

  Expenses

  $30,454,366

  Assets (EOY)

  $377,889,217

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $69,372,865

  Expenses

  $31,678,144

  Assets (EOY)

  $344,308,811

• 2019 · 990

  Revenue

  $69,372,865

  Expenses

  $31,678,144

  Assets (EOY)

  $344,308,811

• 2018 · 990

  Revenue

  $23,076,134

  Expenses

  $33,097,076

  Assets (EOY)

  $298,561,374

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• UNIVERSITY OF VIRGINIA - DEPT OF HISTORY

  $12,000

  2022 · FELLOWSHIP SUPPORT

• JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER

  $10,000

  2024 · CITIZEN SERVICE AWARD

Where these grants went next →

Grants received

• DONOR ADVISED CHARITABLE GIVING

  $1,715,279

  2024 · ARTS, CULTURE & HUMANITIES

• DONOR ADVISED CHARITABLE GIVING

  $1,177,075

  2023 · ARTS, CULTURE & HUMANITIES

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $248,703

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $217,628

  2023 · For grant recipient's exempt purposes

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $187,000

  2022 · UNRESTRICTED GENERAL SUPPORT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $144,225

  2022 · For grant recipient's exempt purposes

• NATIONAL PHILANTHROPIC TR

  $117,250

  2023 · HEALTH

• DONOR ADVISED CHARITABLE GIVING

  $107,370

  2022 · ARTS, CULTURE & HUMANITIES

• THE COMMUNITY FOUNDATION INC

  $65,500

  2022 · COMMUNITY VIBRANCY

• THE COMMUNITY FOUNDATION INC

  $57,250

  2024 · COMMUNITY VIBRANCY

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files